SFVRX Mutual Fund

NAV$18.32

Returns Overview

1 Month
-3.46%
3 Months
+2.65%
6 Months
+5.75%
YTD
+5.56%
1 Year
+20.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFVRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Emerging Markets Net Return US Dollar Index(MOREMNRUSDI)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+23.08%
vs Peers
-17.52%

SFVRX Mutual Fund Performance

SFVRX performance across multiple time periods: 1-month -3.46%, YTD 5.56%, 1-year 20.34%.

SFVRX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

SFVRX performance comparison shows side-by-side returns with another fund. SFVRX alternatives are available in the Mutual Fund Screener.